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Buy-Sell Strategies

Buy-sell strategies for business succession are designed to help business owners plan for future contingency events that may impact their ability to meet their long-term financial goals. A funded buy-sell agreement is an essential planning tool to help enhance the stability and financial value of a closely held business.

Benefits of a properly funded buy-sell agreement from Principal:

  • Provide departing owners a market and price for an asset that might otherwise be hard to sell.
     
  • Permit remaining owners to prevent an unqualified individual from acquiring an interest in the business.
     
  • Minimize business disruptions resulting from disagreements among owners at various triggering events.
     
  • Provide assurances to employees, customers, suppliers and creditors that the business will remain strong through owner(s) transitions.
     
  • Help owners use their business as a source of retirement income. View infographic (PDF) (BB11378) and read brochure (PDF) (BB11382).

Get started by reviewing Insurance-Related Best Practices (PDF) (BB11258). Then, learn about the three most common buy-sell options using  Buy-Sell Quick Reference Guide (PDF) (BB9090) – which outlines the three more common buy-sell options: Cross Purchase, Entity Purchase and Wait and See.

View Solutions below for more details about each strategy to choose the one that will be best for your client.

905053-072019

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